Introduction
Last night, NVIDIA's market value surpassed 5.3 trillion US dollars, and its stock price reached 220 USD.
Looking at the cheers and various profit screenshots in my social circle, I inexplicably recalled an image: In 2016, on a hot afternoon, everyone was queuing at a sales office to grab houses, while Brother Sun shouted hoarsely in the group: "“Stop buying houses, it's the era of new assets!”
At that time, we all thought he was crazy. Because in that era, "concrete and steel" represented security; while things like Bitcoin, NVIDIA, and Tesla seemed more like unrealistic fantasies.
Looking back now, what may truly have gone mad is our generation's perception.
1. We always treat the "new era" as a bubble
2016 was a hidden watershed of wealth logic.
At that time, most young people were still anxious about scraping together a down payment and betting on the real estate cycle.
The whole nation was discussing:
- Which property will rise
- Which city is worth investing in
- Should we leverage mortgage loans
It was that year when Brother Sun made a list that the entire internet laughed at: Bitcoin, NVIDIA, Tesla, Tencent.
Calculating this account now seems quite cruel:
- NVIDIA (NVDA): Nearly 240 times in 10 years. Investing 10,000 is now worth 2.41 million.
- Tesla (TSLA): 10-year return rate of 2683%. The same 10,000 is now a principal plus interest total of 278,000.
If back then, you had invested 200,000 in each item on the list, it would now exceed 53 million.
In 2016, what you bought was "bricks"; even if it appreciated, it was essentially locked-in debt. But those who bought NVIDIA that year acquired asset awakening.
The most fatal illusion for ordinary people is to always mistake the sound of the new era knocking at the door for the noise of a bubble bursting. We often miss out in questioning and take over in revelry, only to realize that what we missed was never a doubling opportunity, but a re-pricing of the logic governing this world.
2. NVIDIA right now is essentially collecting "AI tax"
Many people see NVIDIA now and first react: "“5.3 trillion, isn't that too exaggerated?”
But true professionals rarely look only at the price.
They care more about: Who is controlling the next round of infrastructure for the era.
- For the past twenty years, internet giants competed for traffic entry.
- For the next twenty years, the competition may revolve around computing power.
NVIDIA has now stepped out of the "semiconductor company" category.
1. The only arms dealer in the AI arms race:
As long as the few giants in Silicon Valley (Meta, Google, Microsoft) have not determined a winner, as long as they continue to compete in computing power, NVIDIA's orders are unlimited. This is not business; it's an auction for survival rights.
2. GPU tax rights:
When the global annual capital expenditure of 800 billion dollars rushes to the Blackwell architecture, NVIDIA is essentially collecting value-added tax from the AI industry of humanity.
3. Computing power monopoly:
In this era, computing power is another form of "oil". As long as the upper limit of AI has not been reached, this hegemonic logic based on computing power will not stop.
In a sense, what NVIDIA is doing now is very similar to the "sell shovels" in the industrial age. The gold miners will change, but the person selling the shovels forever stands upstream of the river.
This is not about inflating prices; this is about observing the centralization of capital. You think you are buying stocks, but you are actually buying the foundation of the next industrial revolution.
3. The real gap is the evolution of trading tools
Why was Brother Sun able to issue that list that year? Why do professional players always seem to sense the wind direction before you do?
Because trading has already evolved, while you are still relying on naked-eye speculation.
Today's top-level speculation is about monitoring main funds, penetrating on-chain data, and cross-disciplinary integration of RWA.
On today’s date in 2026, smart people no longer get caught up in trivial matters like opening overseas accounts or capital outflow. They are using more audacious and efficient methods to layout strategies, such as trading NVDAon on Binance: 7×24 hours non-stop, strong cross-border liquidity, settled in USDT, profiting from U.S. stocks to bet on Bitcoin.
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When major institutions use AI algorithms to complete chip exchanges in milliseconds, if you are still relying on short videos and outdated news to trade stocks, that's not investment; that's risking your hard-earned money. Even if you only buy 10 USD of NVIDIA today, it marks your transition from a "bystander" to a "hunter."
Conclusion
I wrote this article because I was silent for a long time looking at that 2016 list last night.
Many people think that what they missed was just a stock, only to later realize that what they actually missed was the pricing power of an entire era. Those who bought NVIDIA back in 2016 were never buying stocks; they were buying the methods for the next round of global operations.
Time waits for no one; it silently completes one wealth exchange after another.
Don't wait for the next decade, when we sit by the roadside again, sharing this article, talking about the future that could have belonged to us.
Join our community, let's discuss and grow stronger together!
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